Using Unifimoney's tech and Apex's custodial platform, community financial institutions can add digital wealth management to existing online banking services.
Additionally, BNY Mellon invests in a fixed-income fintech and Broadridge partners with IntraFi on securities-backed lending.
The move comes just days after Blackstone Inc. announced it would limit withdrawals from its $69 billion fund.
Seeds Investor, a software offering digital client assessment, automated portfolio construction and ongoing client engagement tools, has backing from funds linked to Stocktwits founder Howard Lindzon and Ritholtz Wealth Management.
Eight in 10 RIAs planned to hire in 2022, with firms looking to fill an average of six new roles over the next five years.
The board urges advisers to approach the asset class, which has struggled in 2022, with caution.
A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.
The Find My Advisor app enters an increasingly crowded field of services hoping to connect clients and advisers.
J.P. Morgan Wealth Management scored 728 out of a possible 1,000 points in J.D. Power’s study, which was based on a survey of more than 6,000 investors.
The CEO has taken a road less traveled and says she still has many miles to go.
